Digital Document Management: A Game-Changer for Lending Efficiency

As a lender, you use a lot of documents. Some are official ones, such as loan applications and related forms. Others are more general, such as fliers or advertisements. As your business grows, so will your need for a digital document management solution. Here’s how the right solution can improve your efficiency.

What Is Digital Document Management?

Digital document management does two things. First, it stores your documents in a secure, centralized location. Second, this library keeps your documents organized for easy retrieval. Both processes will keep you better organized and efficient. They will also allow you to easily share content with clients or team members.

How Does Digital Document Management Improve Efficiency?

A digital management solution can improve your business efficiency. How? Keeping things organized will make you better equipped to serve your clients. Your most important forms will be available at your fingertips. 

And by using a cloud-based system, you’ll have access to your library from anywhere in the world. Borrowers will notice the difference. In particular, they’ll enjoy lightning-fast speeds throughout the lending process.

What Can You Do With a Digital Document Management System?

What features can you expect from a digital document management system? Your mortgage CRM will allow you to complete tasks such as the following.

Download and Print Mortgage Documents

Anyone on your team can download and print mortgage documents. Storing these forms in a library ensures uniformity across your practice. The digital library also gives your team members easy access to important documents.

Upload Document Templates

Keep your documents consistent. Templates will ensure that your team is using the latest or most accurate version of your most important forms. You can upload a template and allow users to download and print it from their devices.

Share Fliers

A mortgage CRM enables you to share important information with your team. For instance, you can use your library to share things like promotional fliers. You can upload these to your docs library so everyone in your practice has access.

Attach Docs in Email Blasts

You can send documents via email. Top-quality mortgage CRMs let you upload documents straight from your library. You can search your database or browse for specific forms. This ensures that clients receive information, fliers, and more via email.

Personalize Your Documents

Document libraries create uniformity. But you can also use your library to customize your documents and tailor your content for each client through meta-tags. For example, you can tag your docs with your client name to personalize them. The result is an approach that’s tailored specifically to the needs of your valued clients.

Get More From a Mortgage CRM

Digital document management is just one feature of a mortgage CRM. What else can you do? CRM systems provide tools for marketing, collaboration, and lead generation. Get more done with a centralized system. BNTouch can provide everything you need to thrive in a competitive landscape. Contact us today to schedule a demo and discover how these features can streamline your operations.

To learn more or schedule a demo, contact BNTouch today.

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